Sr Banker - Houston North - Conroe

NBMBAA

Conroe (TX)

On-site

USD 42,000 - 65,000

Full time

12 days ago

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Job summary

Bank of America is seeking a Banking Center Associate to greet clients, uncover personal banking needs, and connect them with specialists. You will support self-service transactions and deliver exceptional client care.

The role emphasizes outbound outreach and relationship-building to deepen client engagement while ensuring compliance and accuracy. Training occurs at a financial center with potential moves within a reasonable commuting distance.

Qualifications

Minimum one year of sales experience in a client-centric environment or equivalent RM/ADP/RMBOS experience at Bank of America.
Strong written and verbal communication skills.
Able to engage all clients (in-person and by phone).
Learn and adapt to new information, technology, and processes.
Demonstrates time management and multitasking abilities.

Responsibilities

Serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect to specialists.
Deepen client relationships through platform services and support self-service or transactional activities.
Provide exceptional client care and proactive follow-up with clients.
Navigate opening accounts, maintenance, and Digital Assisted Shopping with accuracy and compliance.
Aim to improve client experience using available resources and processes.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Associate’s degree or bachelor’s degree in business, finance, or a related field

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Job Description

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications

Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Is confident in identifying solutions for helping new and existing clients based on their needs.
Has strong written and verbal communications skills.
Is able to communicate effectively and confident, and is comfortable engaging all clients (in-person and by phone).
Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications

An associate’s degree or bachelor’s degree in business, finance, or a related field.
Experience working in a financial center where goals were met or exceeded.
Retail and/or sales experience in a salary plus incentive environment.
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
Experience with financial information, spreadsheets and financial skills.
Knowledge of banking products and services.
Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills